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Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan

Fund House: Sundaram Mutual Fund
Category: Debt: Short Duration
Launch Date: 05-01-2013
Asset Class:
Benchmark: Nifty Short duration Debt Index A-II
TER: 0.85% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 187.1 Cr As on (30-04-2024)
Turn over: - | Exit Load: Nil
NAV as on 10-05-2024

40.2997

0.01 (0.0268%)

CAGR Since Inception

7.16%

Benchmark: 8.71%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
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vs
S&P BSE India Bond Index
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Gold
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PPF
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Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
0 Years 3 Months
11 Years 2 Months
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The fund aims to generate income and capital appreciation from a portfolio of debt and money market instruments. The fund can be slotted between a cash fund and a bond fund.

Current Asset Allocation (%)

Indicators

Standard Deviation 3.92
Sharpe Ratio 0.55
Alpha 1.99
Beta -0.09
Yield to Maturity 7.5
Average Maturity 3.83

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan 05-01-2013 6.45 6.31 7.36 5.2 6.39
ICICI Prudential Short Term Fund - Growth Option 01-10-2001 7.18 7.27 5.79 7.16 7.72
HDFC Short Term Debt Fund - Growth Option 05-06-2010 7.15 6.83 5.45 7.01 7.6
UTI Short Duration Fund - Regular Plan - Growth Option 28-08-2007 6.98 6.63 6.96 5.12 6.53
Nippon India Short Term Fund-Growth Plan 10-12-2002 6.71 6.4 5.15 6.6 7.22
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan 09-05-2003 6.66 6.64 5.46 6.9 7.6
Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option 30-06-2010 6.63 6.54 4.95 5.96 7.16
Axis Short Term Fund - Regular Plan - Growth Option 22-01-2010 6.57 6.46 5.21 6.65 7.29
Invesco India Short Duration Fund - Growth 24-03-2007 6.54 5.98 4.52 5.99 6.61
BANDHAN Bond Fund - Short Term - Regular Plan - Growth 14-12-2000 6.54 6.47 4.84 6.35 7.06

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

Scheme Documents

March 2023

Monthly Portfolio Disclosure Equity & Fund of Funds - March - 2024

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